Financial Engines Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Financial Engines Advisors’s Portfolio SCHV Stock Details SCHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.48B	Sell	48,427,803 -2,336,304	-5%	-$72.8M	3%	11
2025 Q4	$1.5B	Sell	50,764,107 -1,124,842	-2%	-$32.9M	2.85%	12
2025 Q3	$1.51B	Sell	51,888,949 -705,482	-1%	-$20M	2.88%	12
2025 Q2	$1.46B	Sell	52,594,431 -658,257	-1%	-$17.3M	2.9%	12
2025 Q1	$1.42B	Sell	53,252,688 -2,108,084	-4%	-$56.6M	3.04%	12
2024 Q4	$1.44B	Sell	55,360,772 -3,068,251	-5%	-$82.8M	3.04%	12
2024 Q3	$1.52B	Buy	58,429,023 +2,493,864	+4%	+$64.1M	3.17%	12
2024 Q2	$1.39B	Sell	55,935,159 -1,032,189	-2%	-$25.5M	3.09%	12
2024 Q1	$1.44B	Sell	56,967,348 -1,466,154	-3%	-$35.2M	3.25%	12
2023 Q4	$1.37B	Sell	58,433,502 -1,078,458	-2%	-$23.6M	3.22%	12
2023 Q3	$1.28B	Sell	59,511,960 -490,161	-0.8%	-$11M	3.36%	11
2023 Q2	$1.34B	Buy	60,002,121 +186,708	+0.3%	+$4.08M	3.4%	11
2023 Q1	$1.31B	Sell	59,815,413 -818,007	-1%	-$18.2M	3.47%	9
2022 Q4	$1.33B	Sell	60,633,420 -2,785,905	-4%	-$60.3M	3.81%	9
2022 Q3	$1.24B	Sell	63,419,325 -7,581,579	-11%	-$163M	4.03%	8
2022 Q2	$1.48B	Sell	71,000,904 -6,622,611	-9%	-$149M	4.5%	7
2022 Q1	$1.85B	Sell	77,623,515 -2,754,141	-3%	-$65.2M	4.93%	6
2021 Q4	$1.96B	Buy	80,377,656 +5,655,771	+8%	+$134M	5.22%	6
2021 Q3	$1.68B	Sell	74,721,885 -9,993,576	-12%	-$231M	4.96%	8
2021 Q2	$1.93B	Sell	84,715,461 -15,774,294	-16%	-$358M	5.6%	5
2021 Q1	$2.19B	Sell	100,489,755 -3,600,270	-3%	-$75M	6.83%	4
2020 Q4	$2.07B	Buy	104,090,025 +3,171,690	+3%	+$59.3M	7.04%	3
2020 Q3	$1.76B	Sell	100,918,335 -1,315,506	-1%	-$23M	6.99%	4
2020 Q2	$1.71B	Buy	102,233,841 +30,806,436	+43%	+$503M	7.47%	3
2020 Q1	$1.05B	Buy	71,427,405 +4,673,760	+7%	+$85.7M	5.66%	6
2019 Q4	$1.34B	Buy	66,753,645 +1,840,671	+3%	+$35.7M	6.47%	5
2019 Q3	$228M	Buy	64,912,974 +13,411,326	+26%	+$251M	1.22%	18
2019 Q2	$964M	Buy	51,501,648 +148,875	+0.3%	+$2.75M	5.64%	6
2019 Q1	$937M	Buy	51,352,773 +5,285,478	+11%	+$93.8M	5.11%	6
2018 Q4	$735M	Buy	46,067,295 +733,194	+2%	+$13M	5.08%	6
2018 Q3	$847M	Buy	45,334,101 +2,598,063	+6%	+$48.2M	16.16%	3
2018 Q2	$757M	Buy	42,736,038 +3,311,760	+8%	+$59.1M	17.99%	3
2018 Q1	$694M	Buy	39,424,278 +1,901,427	+5%	+$34.8M	20.25%	2
2017 Q4	$684M	Buy	37,522,851 +1,857,699	+5%	+$33.1M	19.64%	2
2017 Q3	$616M	Buy	35,665,152 +5,939,193	+20%	+$101M	20.57%	2
2017 Q2	$492M	Buy	29,725,959 +20,406	+0.1%	+$339K	22.68%	2
2017 Q1	$492M	Buy	29,705,553 +4,796,025	+19%	+$78.8M	23.21%	2
2016 Q4	$399M	Buy	+24,909,528	New	+$386M	19.64%	3